🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Jefferies Group’s PATH Holdings & Trades

First Buy
Q4 2023
Duration Held
9 Quarters
Largest Add
Q2 2026
+102,800 Shares
Current Position
102,800 Shares
$1.12 M Value

Jefferies Group's PATH Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 102,800 shares of UiPath, Inc. (PATH) worth $1.12 M, representing 0.01% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in PATH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 102,800 shares. Largest reduction occurred in Q3 2024, reducing 41,613 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's UiPath (PATH) Holding Value Over Time

Track share changes against reported price movement

Quarterly UiPath (PATH) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +102,800 New Buy 102,800 $10.87
Q4 2025 -23,478 Sold Out 0 $0.00
Q3 2025 +23,478 New Buy 23,478 $13.38
Q2 2025 -15,157 Sold Out 0 $0.00
Q1 2025 +15,157 New Buy 15,157 $10.30
Q3 2024 -41,613 Sold Out 0 $0.00
Q2 2024 +41,613 New Buy 41,613 $12.68
Q1 2024 -410 Sold Out 0 $0.00
Q4 2023 +410 New Buy 410 $24.84

Jefferies Group's UiPath Investment FAQs

Jefferies Group first purchased UiPath, Inc. (PATH) in Q4 2023, acquiring 410 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held UiPath, Inc. (PATH) for 9 quarters since Q4 2023.

Jefferies Group's largest addition to UiPath, Inc. (PATH) was in Q2 2026, adding 102,800 shares worth $1.12 M.

According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 102,800 shares of UiPath, Inc. (PATH), valued at approximately $1.12 M.

As of the Q2 2026 filing, UiPath, Inc. (PATH) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in UiPath, Inc. (PATH) was 102,800 shares, as reported at the end of Q2 2026.